AI Workforce Pro, the AI platform built for law firms, now handles case law research alongside the intake, billing, and follow-up work it already runs, with every citation traced back to a real opinion.
BALA CYNWYD, Pa., Sept. 24, 2026 /PRNewswire-PRWeb/ -- SMB Team today announced new legal research capabilities inside AI Workforce Pro, its law firm AI platform. Attorneys can now conduct case law research and verify the citations in documents they have already drafted, with every result drawn from a live database of real court opinions.
AI Workforce Pro functions as law firm infrastructure that increases team output, handles administrative work, and draws insights from the firm's own data through pre-built integrations. It ships with more than 45 skills built specifically for law firms and gives every firm access to today's leading AI models within a secure environment. Data is encrypted in transit and at rest, and contractual no-training agreements with AI model providers keep client information out of model training. Legal research is among the newest of its capabilities.
"A single bad citation can end a career, which is why research has been the one task most attorneys refused to hand to AI," said Bill Hauser, Founder and CEO of SMB Team. "We built this capability so that fear no longer holds firms back. When an attorney watches the AI surface a real case, cite it correctly, and link directly to the opinion, the question stops being whether to use AI and becomes how much of the firm to run on it. The firms that make that shift early will spend the next few years pulling ahead of firms that did not."
Grounded, verifiable results
Research queries in AI Workforce Pro are grounded. This means the AI is connected to an authoritative repository of court opinions and must pull its answers from that source, so it reports what the database actually contains instead of producing a citation from memory. This directly addresses the fabricated-citation problem that has drawn sanctions and headlines across the profession.
In plain terms, the system points to cases that exist. It returns the case name, the citation, the court, the date, and a link, so the attorney can open the opinion and read it.
The research capability is built into the platform itself, not tied to a specific model, so a fast citation check and a deep research memo can each run on the model best suited to the task while drawing on the same data sources.
Built around how attorneys actually work
Users can apply the capability in two ways:
- Citation verification. An attorney who has already drafted a brief runs the document through the platform to confirm citations are real, correctly named, and accurately cited, catching fabricated or garbled cites before anything is filed.
- First-pass research. An attorney starts from a question and receives a grounded set of cases to read, evaluate, and build from.
Both workflows assume a human in the loop. SMB Team is explicit that the platform produces a verified starting point and that the attorney remains responsible for reading and confirming every authority relied upon.
Availability
Legal research is live now for all AI Workforce Pro clients at no additional platform cost. Firms can learn more at smbteam.com.
About SMB Team
SMB Team is a law firm growth company that helps law firm owners build practices that grow predictably, run profitably, and no longer depend on the owner for everything. Serving law firms nationwide, SMB Team brings marketing, intake, finance, operations, hiring, and AI together under a single accountable partner, so owners get one roadmap and one team instead of a patchwork of vendors. Headquartered in Bala Cynwyd, PA, SMB Team has been named to the Inc. 5000 list of America's fastest-growing private companies for five consecutive years. Learn more at smbteam.com and follow SMB Team at linktr.ee/SMBTeam.
Media Contact
Delinda Tinkey, SMB Team, 1 (855) 943-0956, [email protected], smbteam.com
SOURCE SMB Team

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